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Latest developments

Microsoft's cloud brings rain of revenue but modest M365 AI revenue harvest The Register · 4 days ago · 44 Microsoft and Google DeepMind agree on AI control — but not on who holds it The New Stack · 1 week ago · 3 Microsoft CEO Satya Nadella says you’re paying for AI twice — the second price is worse The New Stack · 2 weeks ago · 44

July 2026

◆ Microsoft, Amazon, and OpenAI report strong AI-driven financial results with significant capital investments Benchmark result

◆ Moonshot AI releases Kimi K3, a 2.8 trillion-parameter open-weight model competing with frontier American systems Model release

◆ Satya Nadella discusses dual costs of enterprise AI adoption and raises concerns about AI model distillation practices Other

• 29 Jul Microsoft's cloud brings rain of revenue but modest M365 AI revenue harvest
• 26 Jul Microsoft and Google DeepMind agree on AI control — but not on who holds it
• 13 Jul Microsoft CEO Satya Nadella says you’re paying for AI twice — the second price is worse

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• Microsoft develops this model · 1 source